LBMC Investment Advisors’s Bristol-Myers Squibb BMY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $452K | Buy |
7,455
+97
| +1% | +$5.66K | 0.03% | 156 |
|
|
2025
Q4 | $397K | Hold |
7,358
| – | – | 0.02% | 153 |
|
|
2025
Q3 | $332K | Buy |
7,358
+378
| +5% | +$17.7K | 0.02% | 185 |
|
|
2025
Q2 | $323K | Sell |
6,980
-900
| -11% | -$44.2K | 0.02% | 163 |
|
|
2025
Q1 | $481K | Sell |
7,880
-5
| -0.1% | -$291 | 0.04% | 121 |
|
|
2024
Q4 | $446K | Sell |
7,885
-119
| -1% | -$6.65K | 0.04% | 125 |
|
|
2024
Q3 | $414K | Buy |
8,004
+6
| +0.1% | +$281 | 0.03% | 125 |
|
|
2024
Q2 | $332K | Buy |
7,998
+6
| +0.1% | +$268 | 0.03% | 133 |
|
|
2024
Q1 | $433K | Buy |
7,992
+618
| +8% | +$31.5K | 0.04% | 112 |
|
|
2023
Q4 | $378K | Sell |
7,374
-117
| -2% | -$6.14K | 0.04% | 108 |
|
|
2023
Q3 | $429K | Sell |
7,491
-3
| -0% | -$184 | 0.05% | 101 |
|
|
2023
Q2 | $479K | Buy |
7,494
+10
| +0.1% | +$671 | 0.05% | 100 |
|
|
2023
Q1 | $519K | Buy |
7,484
+9
| +0.1% | +$635 | 0.05% | 94 |
|
|
2022
Q4 | $538K | Buy |
7,475
+8
| +0.1% | +$603 | 0.06% | 87 |
|
|
2022
Q3 | $531K | Buy |
7,467
+3
| +0% | +$218 | 0.06% | 78 |
|
|
2022
Q2 | $575K | Buy |
7,464
+3
| +0% | +$228 | 0.06% | 75 |
|
|
2022
Q1 | $545K | Buy |
7,461
+4
| +0.1% | +$269 | 0.05% | 88 |
|
|
2021
Q4 | $465K | Buy |
7,457
+6
| +0.1% | +$352 | 0.04% | 99 |
|
|
2021
Q3 | $453 | Hold |
7,451
| – | – | 0.04% | 93 |
|
|
2021
Q2 | $498K | Buy |
7,451
+1,203
| +19% | +$78.4K | 0.05% | 91 |
|
|
2021
Q1 | $394K | Sell |
6,248
-160
| -2% | -$9.96K | 0.04% | 95 |
|
|
2020
Q4 | $398K | Buy |
6,408
+100
| +2% | +$6.15K | 0.05% | 86 |
|
|
2020
Q3 | $380K | Buy |
6,308
+3
| +0% | +$181 | 0.05% | 82 |
|
|
2020
Q2 | $371K | Sell |
6,305
-32
| -0.5% | -$1.91K | 0.06% | 69 |
|
|
2020
Q1 | $353K | Buy |
6,337
+37
| +0.6% | +$2.26K | 0.07% | 61 |
|
|
2019
Q4 | $404K | Buy |
6,300
+3
| +0% | +$172 | 0.06% | 64 |
|
|
2019
Q3 | $319K | Buy |
6,297
+4
| +0.1% | +$188 | 0.05% | 71 |
|
|
2019
Q2 | $285K | Buy |
6,293
+3
| +0% | +$140 | 0.04% | 77 |
|
|
2019
Q1 | $300K | Sell |
6,290
-64
| -1% | -$3.19K | 0.05% | 73 |
|
|
2018
Q4 | $330K | Sell |
6,354
-63
| -1% | -$3.38K | 0.06% | 65 |
|
|
2018
Q3 | $398K | Buy |
6,417
+8
| +0.1% | +$475 | 0.06% | 68 |
|
|
2018
Q2 | $355K | Buy |
6,409
+208
| +3% | +$11.2K | 0.06% | 73 |
|
|
2018
Q1 | $392K | Sell |
6,201
-424
| -6% | -$27.3K | 0.07% | 61 |
|
|
2017
Q4 | $406K | Buy |
+6,625
| New | +$414K | 0.07% | 60 |
|
Other funds holding BMY
VCM
VPM
LBMC Investment Advisors's BMY Position: Q1 2026 in Review
LBMC Investment Advisors increased its Bristol-Myers Squibb (BMY) stake by 1.3% in Q1 2026, buying an estimated $5.66K and bringing the position to 7,455 shares worth $452K. The position accounts for 0.03% of the portfolio, ranked #156.
LBMC Investment Advisors first reported a position in BMY in Q4 2017 and has held it in 34 quarters since. The position peaked at $575K in Q2 2022. 2,521 funds tracked by Wall St. Rank hold BMY as of Q1 2026.
- LBMC Investment Advisors held 7,455 shares of Bristol-Myers Squibb worth $452K as of Q1 2026.
- LBMC Investment Advisors bought 97 Bristol-Myers Squibb shares in Q1 2026, an estimated $5.66K.
- Bristol-Myers Squibb made up 0.03% of LBMC Investment Advisors's portfolio in Q1 2026, its #156 holding.
- LBMC Investment Advisors first reported a position in Bristol-Myers Squibb in Q4 2017 and has held it in 34 quarters since.
- LBMC Investment Advisors's Bristol-Myers Squibb position peaked at $575K in Q2 2022.
- 2,521 funds tracked by Wall St. Rank held Bristol-Myers Squibb as of Q1 2026.
Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.